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93 lines
2.4 KiB
Plaintext
93 lines
2.4 KiB
Plaintext
---
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title: 'Timeframe Analysis'
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description: 'Analyze trading performance across custom time periods'
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---
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## Overview
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The Timeframe Analysis feature allows you to analyze trading performance across different time periods with comprehensive P/L summaries including both trading profits/losses and dividend income.
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## Time Period Selection
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<CardGroup cols={2}>
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<Card title="All Time" icon="infinity">
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Analyzes all available trading data
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</Card>
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<Card title="Current Month" icon="calendar-day">
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Current calendar month performance
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</Card>
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<Card title="Year to Date" icon="calendar-check">
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Performance from January 1st to today
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</Card>
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<Card title="Past Year" icon="calendar-days">
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Rolling 365-day performance
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</Card>
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<Card title="Custom Period" icon="calendar-range">
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Select your own date range
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</Card>
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</CardGroup>
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## Key Metrics
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- **Period**: Exact date range for selected timeframe
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- **Total P/L**: Combined trading profit/loss and dividends
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- **Trading P/L**: Profit/loss from completed trades only
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- **Dividends**: Total dividend income received
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- **Closed Trades**: Number of completed buy/sell transactions
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- **Win Rate**: Percentage of profitable trades
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## Summary Breakdowns
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### Weekly Summary
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Groups data by calendar week showing:
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- Trading P/L per week
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- Dividends per week
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- Total P/L per week
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- Number of trades per week
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### Monthly Summary
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Groups data by calendar month showing:
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- Trading P/L per month
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- Dividends per month
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- Total P/L per month
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- Number of trades per month
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## Open Positions
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Displays current open positions (stocks bought but not yet sold):
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- Symbol and number of shares
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- Notes that open positions are excluded from P/L calculations
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## Usage
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<Steps>
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<Step title="Navigate to Summary">
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Go to the Summary page and click "By Timeframe"
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</Step>
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<Step title="Select Period">
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Choose from dropdown - date fields auto-populate
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</Step>
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<Step title="Custom Dates (Optional)">
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Manually adjust start/end dates for fine-tuning
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</Step>
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<Step title="Apply">
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Click "Apply Dates" for custom date ranges
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</Step>
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</Steps>
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## Next Steps
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<CardGroup cols={2}>
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<Card title="Trading Analysis" icon="chart-line" href="/features/trading-analysis">
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View monthly trading performance
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</Card>
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<Card title="API Reference" icon="code" href="/api-reference/timeframe">
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Use the Timeframe API
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</Card>
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</CardGroup>
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